- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Frontline Equity Fund (Growth)
Formerly Birla Sun Life Frontline Equity A Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 458.52
NAV (Apr 26)
Fund Returns
Last 1Y | 34.1% |
Last 3Y | 18.8% |
Last 5Y | 15.5% |
Last 10Y | 14.6% |
Since Inception | 19.3% |
6 Month CAGR | 20.6% |
Scheme Information
The objective of the scheme is long term growth of capital,through a portfolio with a target allocation of 100% equity by aiming at being as diversified across various industries and/ or sectors as its chosen benchmark index,Nifty 50 TRI. The secondary objective is income generation and distribution of IDCW.
Expense Ratio | 1.66 |
Launched (22y ago) | Aug 30, 2002 |
AUM in Crores | 26877.562 |
ISIN | INF209K01BR9 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.1 |
Standard Deviation (5yr) | 18.3 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 0.947 |
Sharpe Ratio (5yr) | 0.576 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Frontline Equity Fund (Growth) | 10,78,590 | 3,45,978 | 15.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.3%hdfc bank ltd
7.9%reliance industries ltd
6%infosys ltd
5.5%larsen & toubro ltd
5.3%Allocation by Sector
financial services
30.5%consumer cyclical
14.5%technology
8.8%industrials
8.8%consumer defensive
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Frontline Equity Fund (G) Review
Aditya Birla Sun Life Frontline Equity Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 19.3% over a period of 21 years. The fund was previously known as Birla Sun Life Frontline Equity A Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Mahesh Patil.
Nav of Aditya Birla Sun Life Frontline Equity Fund (G) as of 4/26/2024 is ₹458.52 with the total AUM as of 4/26/2024 is ₹26877.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Frontline Equity Fund (G) was launched on Aug 30, 2002. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Frontline Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Frontline Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 TR INR.
Aditya Birla Sun Life Frontline Equity Fund (G) is rated as a 4 fund in Equity and delivered 34.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Frontline Equity Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Frontline Equity Fund (G)?
How to invest in Aditya Birla Sun Life Frontline Equity Fund (G)?
You can invest in Aditya Birla Sun Life Frontline Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Frontline Equity Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Frontline Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Frontline Equity Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Frontline Equity Fund (G) is a Top Ranked fund. You can investAditya Birla Sun Life Frontline Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Frontline Equity Fund (G)?
The expense ratio of the Aditya Birla Sun Life Frontline Equity Fund (G) is 1.66% for regular plan.